Client Advisor Jobs in Islandia, NY

Accelerate progress at a hyper-growth financial technology company, serving as a Senior Sales Engineer to engage with C-suite executives, leveraging your expertise to drive strategic sales and enhance...

Champion client success by managing relationships, delivering financial planning, and providing tailored investment guidance in a collaborative advisory environment. Focus on building trust and helpin...

Transform client relationships by providing tailored financial planning and investment guidance. Collaborate with an advisory team to support clients' long-term goals, ensuring effective communication...

Join a dynamic team to deliver personalized financial solutions, managing client relationships with a focus on comprehensive planning and investment strategies. Collaborate to enhance client confidenc...

Join a team that delivers exceptional service as the primary contact for all insurance claims and programs. Manage client relationships, analyze data, and ensure seamless coordination between internal...

Join us to underwrite and manage new and renewal business in fiduciary and management liability insurance, building broker relationships, analyzing risk, and achieving growth goals with independent de...

Build and grow client relationships as you manage a robust book of business. Leverage a strong referral network to deliver tailored investment and insurance solutions that align with client goals in t...

Manage client relationships by delivering tailored financial planning solutions while driving investment strategy to meet clients' unique goals. Collaborate with partners to optimize their wealth mana...

Provide personalized risk management solutions while enhancing client relationships. Engage with clients to assess their needs and offer tailored insurance products, ensuring exceptional service and c...

Join a team that's central to U.S. loan operations, processing transactions and ensuring accuracy across syndicated and bilateral facilities while collaborating with key teams...

Shape the future of compliance in digital assets by developing AML policies and governance. Collaborate across teams to establish best practices ensuring regulatory adherence while managing financial...

Join a team that's focused on delivering personalized financial guidance to clients. Leverage your expertise in investments to build relationships and drive business growth while meeting client goals...

Champion client financial success by developing tailored wealth management plans. Collaborate with business partners to drive opportunities and enhance relationships, ensuring top-notch service in a d...

Deliver exceptional financial planning and investment solutions while managing client relationships, driving growth, and ensuring compliance in a dynamic environment. Your expertise will guide clients...

Unlock your potential in a dynamic role focused on enhancing client success. Drive growth through strategic partnerships in the fast-paced Zillow Rentals Team, delivering exceptional service while nav...

Drive success as you engage emerging fund managers, guiding them through fund launches and expanding our offering. Own the sales lifecycle, nurture client relationships, and craft strategies to meet b...

Join a team that's dedicated to providing exceptional financial guidance and investment solutions to clients, leveraging your expertise to enhance client relationships and ensure their financial goals...

Empower institutional client experiences by leading Corporate Access strategy, managing event logistics, and fostering key stakeholder relationships in a dynamic, fast-paced environment to ensure exce...

Champion client wealth management by providing tailored investment and insurance advice. Build strong relationships to understand financial goals, ensuring personalized support and guidance to help cl...

Empower client experience through process improvement and operational excellence. Drive strategic initiatives by analyzing current models, enhancing workflows, and implementing innovative solutions to...

Drive impactful analyses to guide C-Suite executives and boards in addressing shareholder activism and corporate governance. Utilize quantitative modeling and AI tools to provide strategic insights on...

Shape the future of intermediary business by cultivating relationships and driving adoption of investment solutions within major financial firms, while collaborating across teams to support growth and...

Join a team that's driving growth by acquiring net-new enterprise clients. Leverage your expertise to manage the full sales cycle, collaborating strategically with cross-functional teams to exceed rev...

Advance revenue growth by driving new enterprise sales in targeted Growth Accounts. As a trusted advisor, you'll manage the sales cycle, engage C-Suite executives, and leverage sales tools, aiming to...

Elevate your career by managing complex investment portfolios for high net worth clients. Collaborate with teams to drive business growth while implementing tailored investment strategies that align w...